MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.08%
3,867
127
$356K 0.08%
2,387
-201
128
$346K 0.07%
82,710
-101,145
129
$340K 0.07%
5,648
130
$333K 0.07%
3,095
131
$324K 0.07%
9,396
132
$307K 0.07%
6,725
+450
133
$300K 0.06%
10,338
+150
134
$297K 0.06%
14,500
-1,900
135
$294K 0.06%
44,680
+5,120
136
$291K 0.06%
2,100
137
$288K 0.06%
5,754
-130
138
$279K 0.06%
2,040
-450
139
$276K 0.06%
1,995
-19
140
$271K 0.06%
6,450
141
$269K 0.06%
4,000
-4,000
142
$251K 0.05%
1,557
143
$240K 0.05%
17,805
-3,850
144
$239K 0.05%
4,900
145
$237K 0.05%
3,987
-11
146
$230K 0.05%
2,780
+80
147
$230K 0.05%
7,650
148
$230K 0.05%
2,312
149
$227K 0.05%
3,082
+20
150
$226K 0.05%
937
+82
4 5
6
7 8